Saybrook Markets 100 Acres in Lathrop as Housing Outpaces Retail Supply
Why this matters
Retail has become a quiet outperformer. A decade of effectively zero new development has left necessity-driven, grocery-anchored, and Sun Belt strip product with negligible vacancy and re-leasing spreads in the high single digits. Cap rates have compressed in step, and the bid for stabilized portfolios is again broad across REITs, pension funds, and institutional core-plus capital. The asset class has effectively rerated as a defensive yield trade rather than a secularly challenged sector.
Editorial analysis · Real Estate Trail Editorial
On the RET wire
- Disclosed retail deal value tracked in September 2026: $3.5B across 57 reported transactions. All Retail coverage →
Computed from Real Estate Trail’s own tracked coverage
With Sam’s Club preparing to open the Northern San Joaquin Valley’s first location inside Stanford Crossing, Saybrook Fund Advisors is marketing the surrounding 100-plus acres as the next phase of Lathrop’s retail bui…
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